Briefing Note: UK Retail – Christmas Trading 2025
"UK retailers deliver resilient performance amid consumer caution"
Retail
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As re-commerce surges, how can brands and physical retail lead the circular economy?
"Re‑commerce - the online exchange of pre‑owned goods - while still a small segment of European retail, has seen an extraordinary growth trajectory."
Spotlight: Shopping Centre and High Street – Q3 2025
"Cautious consumer spending sees UK retail sales remain subdued in October 2025, but historically, this has proven to be a prelude to elevated demand during Black Friday and the festive trading season"
Build: Perspective – retail sector
"Retail recovery strengthens despite economic headwinds"
Spotlight: European factory outlet centres
"Outlet retail draws capital as consolidation accelerates, supply remains tight, and prime assets deliver attractive returns"
Market in Minutes: Central London retail – Q2 2025
"Occupational demand remains buoyant for prime opportunities, but caution amid increased operational and fit-out costs is tempering rental growth"
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Foodstore fashion flies the flag
"UK supermarkets are embracing increased demand for their clothing ranges to try new store formats."
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Why outlet retail isn’t just surviving, it’s thriving
"For years, outlet retail was seen as a secondary option, a place for brands to offload end-of-line stock or for bargain hunters to pick up last season’s leftovers. Today, that perception is outdated."
Spotlight: Shopping centre and high street – Q2 2025
"Core fundamentals of the occupational market continue to hold steady, despite domestic and international economic challenges. Shopping centre investment volumes showed a partial recovery in Q2, with the pipeline of high-quality assets coming to market looking strong."
Real Estate Insights Podcast: Why outlet retail isn’t just surviving, it’s thriving
"For years, outlet retail was seen as a secondary option, a place for brands to offload end-of-line stock or for bargain hunters to pick up last season’s leftovers."
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